CompaniesA portfolio of early conviction.
Adyen
FinTech
Arena
Infrastructure, AI
Assort Health
Health & Bio
BioAge Labs
Canva
Enterprise
Chalk
Infrastructure
Credit Karma
Crusoe
Global Resilience
Datology
Flexport
Ginkgo Bioworks
Guardant Health
Guild
Komodo Health
Mercor
Enterprise, AI
Midi Health
MotherDuck
Notion
AI, Enterprise
Plaid
Poolside
AI
Prenuvo
Recursion
Revel
Enterprise, Global Resilience
Runway
Semgrep
Cybersecurity
Shopify
Consumer & Commerce
Skild AI
Slingshot
AI, Health & Bio
Supabase
Enterprise, Infrastructure
Tines
Twitch
Vannevar Labs
Global Resilience, AI
Verkada
Weights & Biases
Wherobots
Zipline
Connected Devices, Global Resilience
from the Felicis community.